GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.87M 1.11%
+54,012
2
$1.85M 1.1%
25,898
+18,716
3
$1.58M 0.94%
10,475
+5,040
4
$1.54M 0.92%
+16,716
5
$1.52M 0.9%
23,252
+18,164
6
$1.47M 0.88%
+16,754
7
$1.41M 0.84%
26,711
+19,525
8
$1.3M 0.77%
+40,568
9
$1.19M 0.71%
54,034
+10,311
10
$1.19M 0.71%
+25,899
11
$1.18M 0.7%
+48,395
12
$1.16M 0.69%
11,792
+5,310
13
$1.14M 0.68%
19,024
+11,334
14
$1.13M 0.67%
24,689
+6,857
15
$1.09M 0.65%
+13,451
16
$1.04M 0.62%
16,016
+9,345
17
$992K 0.59%
+7,431
18
$984K 0.59%
15,136
+11,682
19
$980K 0.58%
17,730
+6,724
20
$970K 0.58%
22,652
-3,297
21
$955K 0.57%
+17,269
22
$922K 0.55%
+23,365
23
$912K 0.54%
15,275
+9,017
24
$903K 0.54%
+14,508
25
$892K 0.53%
6,802
+3,976
1
2 3 4 5